LOAN ASST

Loan Officer Assistant - In Office Position

About the Role

We are looking for a Loan Officer Assistant who thrives in a fast-paced, client-focused, and referral-driven environment. This role is a critical part of our mission to deliver a WOW client experience from first contact through closing while supporting the growth of our real estate agent and referral partner ecosystem. You'll work side-by-side with the Loan Officer to ensure seamless execution of the loan process, freeing the LO to focus on business development and client consultations.

Key Responsibilities

Loan Intake & Applications

Gather complete borrower information and take thorough applications.

Collect and review initial documentation to ensure clean files for processing.

Run DU/LP findings, identify and correct errors, and escalate red flags quickly.

Client Communication & Experience

Serve as a trusted point of contact for clients, keeping them updated on loan milestones.

Request and track missing documents promptly to avoid delays.

Reinforce our team's reputation by delivering clear, proactive, and empathetic communication.

Partner Support & CRM Management

Log all client and partner communications in CRM (Jungo/Salesforce).

Manage follow-up tasks, referral touchpoints, and pipeline workflows so nothing falls through the cracks.

Support realtor partners by delivering quick updates, ensuring a "refer with confidence" experience.

Pipeline & Compliance Execution

Help structure deals to align with Fannie Mae, Freddie Mac, FHA, VA, USDA, and portfolio guidelines.

Price loans and quote fees/interest rates accurately.

Ensure all files are compliant with state, federal, and company requirements.

Qualifications (What We're Looking For)

Previous LOA and mortgage experience Required

Strong attention to detail, organizational skills, and written communication.

Comfort using CRM systems to manage tasks, notes, and workflows.

Excellent interpersonal skills: able to build trust with clients and referral partners.

A growth mindset with the ability to work in a goal-oriented, team-based environment.